TSPinvestor Plus and Apex Allocations for March 2017

The TSPinvestor Plus and Apex allocations for March 2017 are:

Plus: 3% G Fund, 18% F Fund, 34% C Fund, 40% S Fund, 5% I Fund

Apex: Same as Plus.

These should be allocated prior to March 9, 2017 at noon EST.

To implement this allocation, login to your account and change the fund allocations (via interfund transfer) and your new contributions to the recommended percentage.  These take effect the same business day if done before noon Eastern Time, otherwise it will be the next day.

The TSPinvestor Apex is a nominal 23% annual return strategy, and the Plus is a nominal 19% annual return.

Last month’s Plus and Apex performance each had gains of 1.35%.

I’m not going to publish the returns for the last month because I’ve discovered some anomalies in the return data. I will update this with appropriate data soon.

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TSPinvestor Basic March 2017 Allocations

The TSPinvestor Basic allocations for March 2017 are:

5% G Fund; 6% F Fund, 24% C Fund, 33% S Fund, 32% I Fund.

These should be allocated prior to March 1, 2017 at noon EST.  The Plus and Apex allocations will be released on March 8, 2017.

To implement this allocation, login to your account and change the fund allocations (via interfund transfer) and your new contributions to the recommended percentage.  These take effect the same business day if done before noon Eastern Time, otherwise it will be the next day.

The TSPinvestor Basic is a nominal 12% annual return strategy, and is less volatile than the Plus and Apex.

Last month’s TSPi Basic performance was a gain of 1.9%.

Monthly returns for February 2017:

I Fund = 1.4%

1/3 each in C, S & I = 2.6%

S Fund = 2.5%

50% C & S = 3.2%

C Fund = 4.0%

20% in each fund = 1.8%

TSPinvestor Basic = 1.9%

G Fund = 0.2%

F Fund = 0.7%

() – denotes negative returns

In evaluating the performance on a month-to-month basis it is important to consider they vary widely. It is better to evaluate the returns over the course of a year or two, or ten.

Cumulative Returns Since Nov 2015

  1. S fund = 17.0%
  2. 50% in C & S = 16.5%
  3. C Fund = 15.8%
  4. 1/3 in each C, S & I = 12.7%
  5. 20% in each fund = 10.1%
  6. F Fund = 3.4%
  7. I Fund = 2.7%
  8. G Fund = 2.6%
  9. TSPi Basic = (1.0)%